"Employ your time well, if you mean to gain leisure." - Ben Franklin
You deserve a strategy that adapts to your needs.
We create financial strategies tailored to your goals.
Welcome to Key Point Financial Services!
We are working with Securities America, Inc. Member FINRA/SIPC. to bring you a wide range of wealth management and investment services to our members. Together, we will provide you with a complete array of financial instruments, including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology, and unbiased investment research.
Whether you need assistance getting started with a retirement plan, evaluating your investment portfolio, planning for college or other major expenses, we're here to help!
For an appointment with one of our Financial Advisors, please call Mona Boomer at 408-731-4298.
Meet Our Experienced Advisors
We’d love to hear from you!
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding the economy's cycles can help put current business conditions in better perspective.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.